Balkrishna Industries
Logotype for Balkrishna Industries Limited

Balkrishna Industries (502355) investor relations material

Balkrishna Industries Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Balkrishna Industries Limited
Q3 25/26 earnings summary29 Jan, 2026

Executive summary

  • Sales volume increased by 15% quarter-on-quarter, with India outperforming all markets and Europe rebounding due to destocking and seasonal factors.

  • U.S. market saw sequential growth despite ongoing tariffs, with the tariff impact shared with channel partners.

  • India’s growth was driven by GST reduction, strong demand, and favorable monsoon rains.

  • Unaudited standalone and consolidated financial results for the quarter and nine months ended 31st December 2025 were approved, with no material misstatements.

  • Third interim dividend of Rs. 4 per share declared for FY26, totaling Rs. 12 for the year so far.

Financial highlights

  • Quarterly volumes reached 80,620 MT, up 6% year-on-year; 9-month volumes were 231,536 MT, down 1% year-on-year.

  • Standalone revenue for the quarter was INR 2,682 crores, up 4% year-on-year; 9-month revenue was INR 7,762 crores, flat year-on-year.

  • Consolidated revenue for the quarter was Rs. 2,736.79 crores, up from Rs. 2,393.45 crores year-over-year.

  • Standalone EBITDA for the quarter was INR 605 crores (22.5% margin); 9-month EBITDA was INR 1,760 crores, down 11% year-on-year.

  • Net profit for the quarter was INR 375 crores; 9-month PAT was INR 927 crores.

Outlook and guidance

  • CapEx for FY26 expected to be INR 2,500-2,600 crores, with INR 300-400 crores more in the current year and the balance in the next.

  • Targeting 2.2x revenue growth by FY30 to Rs. 23,000 crores, with a 17% CAGR.

  • Expects blended margins of 23-25% post full commercialization, with robust profitability outlook.

  • Too early to provide long-term guidance for Europe and U.S. due to macro and geopolitical uncertainties.

  • Capital expenditures previously announced are expected to be completed as per schedule.

US tariff impact sharing: long-term viability?
New carbon black/CV/tracks: commercialization plan?
EUDR deferral: Europe market outlook impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Balkrishna Industries earnings date

Logotype for Balkrishna Industries Limited
Q4 25/2615 May, 2026
Balkrishna Industries
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Balkrishna Industries earnings date

Logotype for Balkrishna Industries Limited
Q4 25/2615 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage